Go Pro

Seafarer Capital Partners, LLC Top Holdings and 13F Report (2026)

About Seafarer Capital Partners, LLC

Investment Activity

  • Seafarer Capital Partners, LLC has $433.94 million in total holdings as of June 30, 2026.
  • Seafarer Capital Partners, LLC owns shares of 9 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 0.59% of the portfolio was purchased this quarter.
  • About 4.87% of the portfolio was sold this quarter.
  • This quarter, Seafarer Capital Partners, LLC has purchased 9 new stocks and bought additional shares in 2 stocks.
  • Seafarer Capital Partners, LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Itau Unibanco
$89,127,690
Credicorp
$81,383,262
Ambev
$75,576,660
XP
$63,592,860

Largest Purchases this Quarter

XP
140,000 shares (about $2.28M)
Suzano
35,000 shares (about $271.60K)

Largest Sales this Quarter

Ambev
4,000,000 shares (about $12.56M)
Credicorp
22,000 shares (about $8.57M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeafarer Capital Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Itau Unibanco Holding S.A. stock logo
ITUB
Itau Unibanco
$89,127,6900.0%10,909,14220.5%Finance
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$85,201,6000.0%1,034,00019.6%Consumer Staples
Credicorp Ltd. stock logo
BAP
Credicorp
$81,383,262$8,570,760 â–¼-9.5%208,90018.8%Finance
Ambev S.A. stock logo
ABEV
Ambev
$75,576,660$12,560,000 â–¼-14.3%24,069,00017.4%Consumer Staples
XP Inc. stock logo
XP
XP
$63,592,860$2,276,400 â–²3.7%3,911,00014.7%Finance
HDFC Bank Limited stock logo
HDB
HDFC Bank
$29,652,8400.0%1,148,0006.8%Finance
Arcos Dorados Holdings Inc. stock logo
ARCO
Arcos Dorados
$3,224,0000.0%400,0000.7%Consumer Discretionary
Suzano S.A. Sponsored ADR stock logo
SUZ
Suzano
$3,104,000$271,600 â–²9.6%400,0000.7%Materials
Coca Cola Femsa S.A.B. de C.V. stock logo
KOF
Coca Cola Femsa
$3,081,2500.0%29,0000.7%Consumer Staples

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data